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Allow leave requests beyond the remaining balance
Step 1 - Go to Leave > Settings
Step 2 - Select leave type
Step 3 - Look for the "Customise leave requests" section
Step 4 - Click on "Edit"
Step 5 - Toggle on to allow leave request beyond remaining balance/Toggle off to disable the setting, which will prevent employees from requesting leave when they have insufficient balance
Step 6 - Click on "Save"
Note:
- Each of the leave types will require separate leave advanced settings
- When the toggle “Allow leave request beyond remaining balance” is off, employees can still proceed to apply for leave in past/future cycle even if they have insufficient balance in the current leave cycle. For example:
- Current cycle: 2024-01-01 ~ 2024-12-31
- The employee has 2 days of leave balance in the current leave cycle
- Employee requests for leave
- Leave request: 2023-12-28(Thu) ~ 2024-01-02(Tue), total of 4 days
- 2 days from past cycle
- 2 days from current cycle
- The system will reflect that the employee have 0 days entitlement for the current leave cycle
Require attachment
Step 1 - Go to Leave > Settings
Step 2 - Select leave type
Step 3 - Look for the "Customise leave requests" section
Step 4 - Click on "Edit"
Step 5 - Toggle on to enable mandatory attachment with leave request/Toggle off to disable mandatory attachment with leave request
- If you turn on settings to enable mandatory attachment with leave request, select either "Yes, employees can attach files afterwards." or "No, employees must attach files when they are making a request." to set up if employees can request for leave first without the attachment
Step 6 - Click on "Save"
Note:
- If you enable mandatory attachment with leave requests and allow employees to attach files after making the leave request, do note that the respective approvers can still proceed with approvals
- The system will flag the missing mandatory attachment with an “!” icon
